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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,641 | $40,174-63.6% | $84,021-82.6% | $67,579-78.3% |
| Participation rate | 53.3% | 62.7%-9.3pp | 69.0%-15.7pp | 71.3%-17.9pp |
| Annual return | 20.39% | 25.82%-5.4pp | 71.32%-50.9pp | 378.56%-358.2pp |
| Employer contribution / active EE | $43 | $808-94.7% | $1,984-97.9% | $2,148-98.0% |
| Participant deferral / active EE | $1,911 | $2,301-17.0% | $3,239-41.0% | $3,539-46.0% |
| Admin fee / account holder | $62 | $128-51.3% | $6,102-99.0% | $142-56.1% |